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Institutional Relationship Manager Jobs in Oregon

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Institutional Relationship Manager information

See Oregon salary details

$29.6K

$85.3K

$148.5K

How much do institutional relationship manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for institutional relationship manager in Oregon is $85,328.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,400.00 and $111,500.00 per year, depending on experience, location, and employer.

What is an institutional relationship manager?

An Institutional Relationship Manager is a financial professional who manages and nurtures relationships with institutional clients such as corporations, government agencies, pension funds, and non-profit organizations. Their primary responsibilities include understanding clients' financial needs, offering tailored solutions, and ensuring client satisfaction with the financial institution's products and services. They often act as a liaison between the client and various departments within their organization to coordinate services and resolve issues. Strong communication, analytical, and sales skills are essential for this role.

What are the main challenges institutional relationship managers face when managing multiple client accounts?

Institutional Relationship Managers often juggle multiple client accounts, each with unique needs and expectations. The main challenges include balancing competing priorities, maintaining consistent communication, and staying updated on each client's portfolio performance and organizational changes. Effective time management, strong organizational skills, and proactive engagement are essential to ensure all clients feel valued and receive tailored solutions. Building trust and deepening relationships while meeting compliance requirements can also be demanding but is key to long-term success in this role.

What are the key skills and qualifications needed to thrive as an institutional relationship manager, and why are they important?

To thrive as an Institutional Relationship Manager, a solid background in finance, business development, and client relationship management is essential, often supported by a relevant degree and experience in institutional sales or asset management. Familiarity with CRM systems, financial analysis tools, and industry certifications such as CFA or FINRA licenses is commonly required. Exceptional interpersonal skills, negotiation abilities, and strategic thinking help build trust and foster long-term client partnerships. These competencies are crucial for successfully managing complex client portfolios and driving institutional growth in a competitive financial landscape.

What is the difference between Institutional Relationship Manager vs Client Relationship Manager?

AspectInstitutional Relationship ManagerClient Relationship Manager
Required CredentialsBachelor's degree, financial certifications often preferredBachelor's degree, certifications like CRM or financial licenses beneficial
Work EnvironmentFinancial institutions, investment firms, banksBanking, financial services, corporate sectors
Employer & Industry UsagePrimarily in finance and investment sectorsAcross banking, insurance, and financial services
Search & Comparison IntentUnderstanding roles in institutional financeManaging individual or corporate client relationships

The Institutional Relationship Manager focuses on managing relationships with institutional clients like banks and investment firms, often requiring financial certifications. In contrast, the Client Relationship Manager handles individual or corporate clients across various sectors. Both roles involve client engagement but differ in client type and industry focus.

What cities in Oregon are hiring for Institutional Relationship Manager jobs?

Cities in Oregon with the most Institutional Relationship Manager job openings:

Infographic showing various Institutional Relationship Manager job openings in Oregon as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $85,328 per year, or $41 per hour.

CRM System Manager

Portland, OR • On-site

Warner Pacific University
Colleges, Universities, and Professional Schools • 51 - 200 employees

Full-time

Re-posted 13 days ago


Job description

Summary Description:
The CRM System Manager serves as the University's functional owner and primary administrator of the Slate Customer Relationship Management (CRM) system. Under the direction of the Vice President for Enrollment Management, this position provides strategic leadership for the planning, design, implementation, optimization, governance, and continuous improvement of the University's CRM ecosystem in support of enrollment growth, student engagement, and institutional effectiveness.
Working collaboratively with Enrollment Management, Marketing, Financial Aid, Information Technology, Student Success, Academic Affairs, and other campus partners, the CRM System Manager leverages Slate to automate business processes, improve operational efficiency, enhance the prospective student experience, and provide actionable data to support institutional decision-making.
The CRM System Manager is responsible for the configuration, administration, security, integrations, reporting, communications, workflow automation, and ongoing development of Slate while serving as the University's subject matter expert and champion for CRM best practices. The position leads CRM governance, evaluates emerging technologies and Slate enhancements, and ensures the institution maximizes its investment in Slate through innovation, collaboration, and continuous improvement.
Qualified out-of-state candidates will be considered for a hybrid-remote work schedule.
Primary Job Duties:
  • Serve as the University's primary functional administrator and subject matter expert for the Slate CRM.
  • Develop and execute the University's CRM strategy aligned with enrollment and institutional goals.
  • Lead continuous improvement, optimization, and expansion of Slate functionality across the University.
  • Maintain system integrity, security, performance, and CRM governance standards.
  • Evaluate new Slate releases, features, and best practices and recommend implementation strategies.
  • Configure and maintain databases, forms, portals, workflows, rules, dashboards, communications, and permissions.
  • Design and optimize automated workflows supporting recruitment, admissions, communications, financial aid, events, and student engagement.
  • Configure applicant review processes, reader workflows, committee review forms, and decision release processes.
  • Develop online forms, event registrations, appointment scheduling, landing pages, and constituent portals.
  • Partner with Admissions and Marketing to create personalized, multi-channel communication campaigns.
  • Manage audience segmentation, dynamic content, conditional logic, SMS, and email communications.
  • Ensure data integrity through governance, validation, duplicate prevention, auditing, and quality assurance.
  • Develop queries, dashboards, executive reports, and enrollment analytics.
  • Manage integrations between Slate, the SIS, marketing platforms and third-party vendors using APIs and automated data exchanges
  • Lead user training programs as needed.
  • Develop documentation, training materials, and provide functional support to campus users.
  • Lead CRM projects, prioritize enhancement requests, and manage the institutional CRM roadmap.
  • Remain current with Slate community resources, conferences, and emerging best practices.
  • Maintain compliance with FERPA, University policies, and applicable privacy regulations.
  • Support the University's Strategic Plan and perform other duties as assigned.

Minimum Qualifications:
  • Bachelor's degree from an accredited institution.
  • Two years of progressively responsible experience administering a CRM platform, preferably Slate, in higher education.
  • Experience configuring enterprise software systems and business process automation.
  • Experience with CRM workflows, communication campaigns, forms, portals, reporting, and system administration.
  • Experience developing reports, dashboards, queries, and data analysis.
  • Knowledge of CRM governance, data quality, security, and user administration.
  • Experience with system integrations and data imports/exports.
  • Strong analytical, organizational, project management, written, verbal, and interpersonal communication skills.
  • Ability to translate business needs into technical solutions.
  • Ability to manage multiple priorities in a collaborative environment.
  • Commitment to outstanding customer service and the University's mission.

Preferred Qualifications:
  • Master's degree.
  • Slate Certified Professional or equivalent Slate administration experience.
  • Three to five years of direct Slate administration experience.
  • Experience administering Ellucian Colleague or another higher education Student Information System.
  • Experience with Slate Reader, portals, events, communications, and workflow automation.
  • Experience supporting APIs and enterprise system integrations.
  • Working knowledge of SQL, HTML, CSS, and JavaScript.
  • Experience with Power BI, Tableau, or similar business intelligence tools.
  • Experience supporting undergraduate, graduate, online, and adult enrollment operations.
  • Experience leading enterprise technology projects and organizational change management.
Physical Demands - Work Environment:
The position is located in a typical office environment.Professional/business casual attire is required. There is not a remote work option for this position.
Warner Pacific University's Mission:Warner Pacific is a Christ-centered, urban, diverse, minority-serving, Hispanic-serving, liberal arts University dedicated to providing students with an education that prepares them to engage actively in a constantly changing world. Our hiring practices reflect our missional commitment to being a Christ-centered institution.
Warner Pacific University's Commitment to Diversity: Warner Pacific University is an Equal Opportunity Employer that seeks a diverse workforce of committed Christians from all racial, ethnic, and socio-economic backgrounds. Warner Pacific University is committed to hiring staff and faculty with an intentionality that demonstrates the importance of having an employee community that reflects the racial and ethnic diversity of the students we serve.
Employment and Lifestyle Standards:
Warner Pacific is a Christ-centered urban liberal arts University dedicated to providing students from diverse backgrounds an education that prepares them to engage actively in a constantly changing world. The University was founded in 1937 by the Church of God (Anderson, Indiana). Central to Warner Pacific's identity as a Christ-centered higher education institution is the policy of hiring persons whose personal and professional lives reflect:
1.A belief in the deity of and commitment to Jesus Christ and the Christian faith, as interpreted through the historic witness of Scripture and the continuing ministry of the Holy Spirit.
2.The practice of following Christ through day-to-day personal lifestyle choices.
3.A vitality of Christian experience maturing in insight and application and appreciative of differing viewpoints.
4.A commitment to life-long learning and service through personal and professional development.
5.For teaching faculty, the expression of artful teaching, based on mastery of relevant subject matter and in an environment of purposeful and rigorous inquiry amongst a community of scholars who support one another.
6. A capability, by temperament, preparation, and will, to support students as they confront the intellectual, social, physical, emotional, and spiritual challenges of their lives.
7.A sensitivity to and support for the mission, core themes, vision, values, ethos and traditions of the Warner Pacific University community.
8. A commitment to teaching and serving in harmony with the doctrines of the Holy Bible.
Employee Agreement:
Mission-based hiring is of critical importance to Warner Pacific University. Employees are expected to demonstrate and articulate a vital Christian faith and to live in a manner consistent with a Christ-centered lifestyle as informed by the Scriptures of the New Testament.
Warner Pacific's students, faculty and staff are expected to foster an environment of mutual respect and accountability, to care for the personal dignity of others and to exercise integrity in their conduct and communication. The University environment is expected to be free from discrimination and harassment (including bullying). When an individual's behavior has direct implications for others and/or the well-being of the University community, there may be cause for institutional involvement, regardless of where the situation occurs.
Warner Pacific University desires to provide a safe and healthy environment for staff, faculty, students, visitors and guests. Therefore, smoking is not permitted on University property, in its vehicles, or at any University sponsored event. The use of illegal drugs or non-prescribed controlled substances is strictly prohibited. Use of alcoholic beverages or tobacco products is strictly prohibited on Warner Pacific University campuses.
Equal Employment Opportunity:
Warner Pacific provides equal opportunity for employment and advancement for all employees and applicants regardless of race, color, sex, gender, national origin, citizenship status, disability, age, genetic information, status with regard to public assistance, veteran status and any other status protected by laws and regulations to which Warner Pacific is subject.All employment decisions, including hiring, promotions, compensation, benefits, transfers, and terminations are made in a manner that does not discriminate against individuals in the categories discussed above.Because Warner Pacific is a Christian liberal arts University, the University exercises its legal right to hire Christian employees to fulfill its mission and purpose.
Click "Apply Now" to complete the online application, and submit the following:
  1. Application
  2. Cover Letter
  3. Resume
** NOTE: All job offers are contingent upon successfully passing a background check and completing all required paperwork.